证券日报网讯宝武镁业10月9日在互动平台回答投资者提问时表示，赛力斯的问界镁合金产品均为公司 提供，单车用量目前已达20Kg以上。未来随着镁大型压铸件如电驱壳体、后地板、门内板等部件上车 以后，单车用镁有望达到50-100kg。 （文章来源：证券日报） ...

Core Viewpoint - The company is focusing on integrated die-casting as a significant strategic direction, with high market expectations for its performance and profitability in the future [1] Group 1: Integrated Die-Casting Project - The company has purchased multiple sets of die-casting units ranging from 2500T to 9000T, primarily located in its subsidiaries Changzhou Bojun and Chengdu Bojun [1] - The current die-casting equipment deployed includes 5000T and 9000T in Changzhou Bojun, and 2500T, 3500T, and 5000T in Chengdu Bojun [1] - The company has existing orders related to integrated die-casting, including products such as rear floor, shock tower, front-end module, rear side inner panel, and front lower crossbeam assembly [1] Group 2: Production and Development Status - Some projects, including shock towers and rear floors, have already entered mass production, while others like front-end modules and front lower crossbeam assemblies are still in the product development phase [1] - The specific mass production timelines for these projects will depend on customer release schedules [1]

Group 1: Customer Structure and Market Strategy - The main customer structure for 2024 remains focused on joint venture brands, but the revenue share from independent brands is gradually increasing due to the rising penetration of new energy vehicles, with a larger growth rate expected this year [1] - The company is actively adjusting its market strategy to keep pace with market trends and continuously improve its market share [1] Group 2: Integrated Die-Casting Business - The integrated die-casting business is primarily located in the Guangzhou factory, which has invested in four large die-casting machines with capacities of 16,000T, 12,000T, and two 7,000T machines, mainly producing components for new energy vehicles [1] - The revenue for the Guangzhou factory in the first half of the year was 291 million yuan, currently in a slight loss, but aims to achieve profitability as business volume increases [1][2] - The future trend for integrated die-casting is expected to enhance vehicle lightweighting and simplify manufacturing processes, with increasing adoption among major manufacturers [2] Group 3: Interior and Exterior Trim Business - The interior and exterior trim business includes products such as grilles, fenders, engine hoods, and emblems, primarily supplied to American, Japanese, and independent brand customers [3] - Revenue from the interior and exterior trim business has remained stable in recent years, although profit margins have slightly declined due to industry competition [3] Group 4: Magnesium Alloy Business - The company has previously developed magnesium alloy die-casting products and possesses certain technical reserves, but has not continued this business due to market issues [4] - With the recent decrease in raw material prices and the lightweight nature of magnesium alloys compared to aluminum alloys, more manufacturers are willing to explore magnesium alloy applications [4] Group 5: Overseas Production Capacity Planning - The company is actively planning to establish overseas production facilities, focusing on die-casting and interior/exterior trim business segments in regions such as Southeast Asia and North America [5] - Initial feasibility analyses are being conducted due to international political and economic factors, with plans to adapt based on changes in these relationships [5]

Group 1 - Wencan Co., Ltd. operates over 20 production bases globally, focusing on lightweight and high-safety aluminum castings for automotive clients, particularly in the fields of integrated body castings for electric vehicles, structural components, battery boxes, and braking systems [1] - The company is a leader in the production of integrated large castings, with over 1 million units supplied annually, and has 12 die-casting islands with a capacity of over 6000 tons, including 7 islands with a capacity of 10,000 tons, which will increase to 10 by the end of the year [1] - The newly launched 10,000-ton super die-casting island in Anhui will further solidify Wencan's leadership position in the global integrated die-casting sector [1] Group 2 - Anhui Xiongbang, a subsidiary of Wencan, features a fully digitalized ecosystem that enhances the entire casting process through advanced technologies such as AI, 3D imaging, and autonomous logistics systems, significantly improving efficiency and quality [2] - The factory will house over 28 large intelligent die-casting units, 250 processing centers, 200 high-end robots, and 50 fully automated production lines, making it Wencan's most automated and intelligent facility [2] - The introduction of high-performance AI visual systems for inspection and autonomous guided vehicles for logistics will create a flexible material transport network, enhancing workshop logistics efficiency and safety [2] Group 3 - The establishment of an aluminum die-casting circular industrial park in collaboration with NIO in Liu'an City aims to boost the development of the automotive parts industry in Anhui, promoting a complete industrial chain for a world-class intelligent automotive industry cluster [3] - Wencan has been a strategic partner of NIO since 2017, collaborating on various projects, including large-scale integrated die-casting and material recycling, and plans to deepen this partnership in future innovative fields [3] - The official launch of Anhui Xiongbang marks the completion of a new production base in Central China, demonstrating Wencan's commitment to empowering Chinese manufacturing and leading the global automotive lightweight revolution [4]

Group 1: Company Overview - Jiangsu Bojun Industrial Technology Co., Ltd. was established in 2011, focusing on the R&D, design, production, and sales of automotive precision components and molds [2] - The company offers a comprehensive range of products, including body modules, dashboard assemblies, and various automotive systems such as steering, power, door, sunroof, electronic, interior, and seating systems [2][3] - Bojun has established strategic partnerships with renowned automotive manufacturers, including Geely, Changan, BYD, and Magna [3] Group 2: Financial Performance and Projections - The company has consistently outperformed its annual financial budget reports in previous years, with expectations for continued strong performance in 2025 [4] - A new factory in Jinhua is set to be built with a total investment of 1 billion CNY, covering approximately 165 acres, primarily serving clients like Leap Motor and Geely [4] Group 3: Product Development and Client Engagement - Bojun has secured project allocations for three platforms (A, B, C) from Leap Motor, with expectations for rapid revenue growth in the coming two years [4] - The company is actively involved in the production of integrated die-casting and high-pressure aluminum components, with some projects already in mass production [4][5] Group 4: Future Growth and Investments - New investments in factories and production lines are aligned with actual customer demand, contributing to future growth [5] - The company is exploring opportunities in the robotics sector, maintaining a focus on potential collaborations with clients in this field [5]